Private Wealth Advisor — Relationship-Driven Planning

Testing Site - JPMC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build relationships, offer advisory services, and collaborate with partners to deepen client relationships. The role requires at least 2 years in a financial advisor role, Series 7 and 66 licenses (or to obtain within 60 days), and Life/Health/LTC licenses (or to obtain within 60 days).

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 license (63/65) required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or to be obtained within 60 days of starting.

Responsibilities

• Build and manage a book of business with a focus on relationship management.
• Provide comprehensive investment solutions and financial planning to clients.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to support clients’ banking needs.

Skills

Relationship management

Client acquisition

Goals-based planning

Education

Series 7

Series 66 (63/65)

Life/Health/Long-Term Care licenses

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build relationships, offer advisory services, and collaborate with partners to deepen client relationships. The role requires at least 2 years in a financial advisor role, Series 7 and 66 licenses (or to obtain within 60 days), and Life/Health/LTC licenses (or to obtain within 60 days).